Dext Precision is a data insights tool that integrates with QuickBooks & Xero. Dext Precision automates accountants' & bookkeeper's manual checks to show all of their clients' data inaccuracies and helps to correct them within seconds. Its analytical and reporting tools help firms inform pricing, standardise processes, and provide improved client support.
Reporting
Essential for prioritisation management, practice level reports provide quick, reliable and dynamic insights into the data – keeping you informed & in control.
Easy-to-understand client-level reports help you provide clear, standardised and insightful reporting for each and every client.
Data Quality & Assurance
Data clean-up tools help ensure client data is accurate, up to date, and that issues haven't been missed so you can deliver a high quality, data-driven service.
Data Insights give you access to all the data you want in one place. Find ready to view out-of-the-box insights, or customise what you or your client needs to see.
Health Score assesses the quality of your client’s books so you can maximise your time-to-value, avoid scope creep and save time.
Practice Processes
Integrated with smart checks, Precision’s collaborative Focus workflows give you fast & full coverage of your firm's work, and allow you to track project progression.
Improve time management Use Precision to create more time for your team by reducing manual workloads & improve visibility & decision-making on where to spend time.
Optimise daily tasks Precision reduces the friction in regular client & practice tasks.
Enhance firm processes Precision helps to improve & standardise the way firms deliver outcomes for themselves & clients.
Price, review and manage clients Use Precision to provide value-adding services to clients and set accurate, data-driven client pricing.
Cost (from)
£100/month
Free Practice Subscription
Trial
Partner Program
Support Channels
Mobile Platforms
Accounting Platforms
Integrations
Amazon
Apple Store
eBay
Etsy
Google Play
GoProposal
PayPal
Shopify
Stripe
Trustpilot
WooCommerce
Geographies Served
Australia
Canada
New Zealand
South Africa
United Kingdom
USA
Worldwide
Industries
Data quality checks & cleanup tools highlight client data issues for you to click directly into your accounting ledger and amend, such as unreconciled bank transactions, duplicate transactions and multi-coded contacts.
Accounting Insights automate a range of accounting insights, including monitoring control accounts, tracking corporation tax and reconciling fixed assets.
Sales Tax Checks identify and resolve sales tax issues over a given filing period with a suite of intelligent checks to avoid costly mistakes or overpaying tax.
Health Score view a simple summary of the quality of your client's data, which is excellent for helping determine a pricing structure.
Flows build standardised & repeatable workflows for your regular or one-off accounting tasks and assign them to your team.
Insights Dashboard view key practice & client metrics in an easy to access, consolidated dashboard
Practice & Client Dashboards Spot issues and opportunities with consolidated reports, including a wide range of metrics and KPIs, with one row for each client. Perfect to use for pricing client proposals based on actual ledger and trading activity.
Deadlines Dashboard view an automatically populated, tax office integrated compliance deadline dashboard that covers your entire client base, perfect for quick deadline management.
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Deadlines? Managed.
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